# B. Riley Wealth Private Shares

B. Riley Wealth Private Shares is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 315851
- **SEC file number:** 801-122228
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315851

## About

B. RILEY WEALTH PRIVATE SHARES is an SEC-registered investment adviser in Memphis, TN, registered since 2021. The firm manages approximately $48 million in assets. It has 8 employees and 3 investment advisers.

## Questions

### Who can invest in B. Riley Wealth Private Shares?

The program is available to accredited investors and qualified clients of B. Riley Wealth Management. Minimum investment amounts are set on a per-deal basis and are not publicly disclosed.

### How does B. Riley Wealth Private Shares source its deals?

Deal flow originates from B. Riley Securities' investment banking relationships, including IPOs, follow-on offerings, and private placements. The private shares team screens these opportunities for suitability for individual investors.

### What types of companies does B. Riley Wealth Private Shares typically target?

The program generally targets later-stage private companies with demonstrated revenue traction and a path to liquidity. Sectors often include technology, healthcare, and consumer, based on available deal history.

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- [BluePoint Wealth Advisors](https://altss.com/profile/bluepoint-wealth-advisors)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/b-riley-wealth-private-shares

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